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Activest Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Activest Wealth Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-300
Closed -$2K – 561
2022
Q2 		$2K Buy
+300
New +$1.73K ﹤0.01% 334

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Goldman Sachs
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Activest Wealth Management's MUFG Position: Q3 2022 in Review

Activest Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 300 shares — an estimated $2K sold.

Activest Wealth Management first reported a position in MUFG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • Activest Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
  • Activest Wealth Management sold 300 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $2K.
  • Activest Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 1 quarter.
  • Activest Wealth Management's Mitsubishi UFJ Financial position peaked at $2K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Activest Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.